Senior Trust Account Manager, Wealth Management Advisory

5 days ago

New York, New York, United States Northern Trust Full time
About Northern Trust:

Northern Trust is a globally recognized financial institution with a rich history dating back to 1889. We provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by upholding our core values of service, expertise, and integrity.

As a leading provider of financial services, we serve the world's most sophisticated clients using cutting-edge technology and exceptional service.

Sr Trust Account Manager, Wealth Management Advisory:

This role is responsible for supporting and servicing team client relationships by coordinating the administration of complex fiduciary, investment management, and/or custody accounts.

The successful candidate will establish and maintain accounts, respond to client inquiries, produce action plans and reports, and oversee transaction processing in coordination with the Client Support Services Team.

This partner will assist Wealth Management Relationship Advisors with client requests, meetings, and creating client presentations. Under general supervision, but works independently most of the time.

Key Responsibilities:

  1. Coordinates account administration for fiduciary, investment management, and/or custody accounts for complex client relationships.
  2. Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems.
  3. Develops and maintains working knowledge of governing documents and account agreements.
  4. Receives service requests from clients and partners, and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions.
  5. Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, or other information.
  6. Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.
  7. Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
  8. Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.
  9. Assists Relationship Advisors, in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity.
  10. Assists Relationship Advisors with business development and client presentations.
  11. Able to serve as a key subject matter expert and mentor to other more junior level employees.
  12. Able to facilitate discussions and reach decisions.

Qualifications:

  1. Excellent oral and written communication skills are required.
  2. In-depth Functional / Industry Knowledge of personal trust, estate and Advisory services and products, usually acquired through related work experience, is preferred.
  3. Knowledge of internal bank trust functions is required.
  4. Analytical, problem solving, and organizational skills are required.
  5. Highly flexible and adaptable to change.
  6. A College or University degree and/or relevant proven work experience is required.
  7. 2-4 years+ of experience in wealth management or related experience/credentials is preferred.

Working with Us:

As a Northern Trust partner, you will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve.

We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies.

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